Wang Jiantian, marketing manager of automotive information entertainment business group in STMicroelectronics' automotive product entertainment business group in Asia Pacific, said that regardless of the type of vehicle, the market can be divided into two large blocks - Infotainment and automotive power and electronics. In the infotainment section, due to the low requirements of laws and regulations, many Taiwanese consumer electronics manufacturers have stepped up to obtain orders from foreign OEMs or OEMs at this stage.
However, in the part of automotive power and electronics, because Taiwan’s domestic demand market is small, it follows the Japanese structure. Therefore, it is impossible to obtain the power to define specifications in the automotive industry. There is no 'speaking right' and it can only be issued in accordance with the depot or OEM. Demand for product development. However, to obtain a depot or OEM adoption, product related certification through the automotive phase is a basic requirement. Wang Jiantian pointed out that from the start of the design of the car to the actual development, it will take at least 5 years, especially the automobile relationship. To the people's life safety issues, they require higher and stricter than general consumer electronics.
At this time, whether Taiwanese manufacturers can 'patience' wait for the product to pass the vehicle certification, and understand that this process is quite 'burning money' and there will be no 'acquisition', which is expected to break through the current main attack on the market or the market conditions of second- and third-tier depots. There is an opportunity to actually receive orders from first-line depots. Wang Jiantian emphasized that the development of electric vehicles is not only imperative, but will also exceed the speed of self-driving cars. This will be a trend for Taiwanese manufacturers with strong strength in power technology. It is a lot more profitable, especially DC-DC inverters, on-board chargers, battery management systems (BMS) and charging stations.
Selecting experienced semiconductor component suppliers
In addition to the 'conceptual' changes, the adoption of products from semiconductor component companies that have been cultivating in the automotive industry for a long time can also increase the chances of the product entering the first-tier depot. Wang Jiantian believes that the automotive industry is relatively conservative and therefore can obtain semiconductors favored by the depot for a long period of time. Components, must be through the 'layers of the test', with considerable reliability and security, but these characteristics are also reflected in the higher price of the components.
Therefore, if Taiwanese manufacturers can abandon the low-price competition 'million years of invariable tricks', they will use semiconductors such as STMicroelectronics, Texas Instruments, Infineon, NXP, etc., which have been certified by the automotive industry in the automotive industry. Supplier component products may have more chances to successfully transition to the automotive industry.
Curt Moore, general manager of Texas Instruments Automotive Processors, stated that the development of the steam superpower industry at this stage cannot be separated from the safer environment for drivers and occupants and how to enhance the in-car experience of drivers and passengers. Advanced ADAS, body electronics and car lights, vehicle-carried communication and entertainment systems, and hybrid power and transmission systems have become the four major trends in the current development of the automotive industry. Taiwanese manufacturers can find an entry point in this area. And cooperate with experienced automotive component suppliers.
In order to assist Taiwanese manufacturers to enter the auto industry smoothly, the “Next-Generation Driving Information Platform R&D Alliance” was established four years ago. Xu Zhiquan, general manager of Texas Instruments Taiwan Business, pointed out that 'Next Generation Driving Information Platform R&D Alliance' is a combination of Taiwan’s depots, software and hardware manufacturers. , As well as the academic community, through the semiconductor components and related technical support provided by Texas Instruments, give full play and use of the company's advantages, capabilities and resources to create a complete vehicle electronic supply system, including ADAS, vehicle connection technology, vehicle information Entertainment systems, electronic solutions for body and car lights, and further to international.
Chairman and General Manager of Jorjin, Liang Wenlong, president of the next-generation driving information platform research and development alliance, said that in addition to the above-mentioned R&D achievements, in the future, the 'Next Generation Driving Information Platform R&D Alliance' will develop more robust and sound. System solutions to meet the development trend of smart cars.